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Equity Ownership and Capitalization Ledger

This system provides a structured framework for tracking equity distribution, share classes, and dilution across funding rounds. It is designed for founders and CFOs to maintain accurate records for investor reporting and legal compliance.

Update Cadence: Update immediately upon any issuance, transfer, or conversion of shares.

Current Equity Distribution

Column Definitions

• Shareholder Name: [Text] The legal name of the individual or entity.
• Share Class: [Dropdown] Select from Common, Preferred, or Option Pool.
• Shares Held: [Number] Total quantity of shares currently owned.
• % Ownership: [Percentage] Calculated field based on total outstanding shares.
• Grant Date: [Date] The date the equity was issued or authorized.
• Vesting Status: [Text] Current status of vesting schedule (e.g., Fully Vested, 4-Year Vest, Cliff).

Essential Formulas

Calculate Total Shares Outstanding:

=SUM(C2:C5)

Calculate Individual Ownership Percentage (Place in D2):

=C2/SUM($C$2:$C$5)

Calculate Total Option Pool Remaining:

=SUMIF(B2:B5, "Option Pool", C2:C5) - [Total Granted Options]

Data Validation and Formatting

1. Dropdown Menu: Select the "Share Class" column, go to Data Validation, and set criteria to "List" with the input: Common, Preferred, Option Pool.
2. Ownership Alert: Apply conditional formatting to the "% Ownership" column. Set a rule: If cell value > 0.50, highlight in light red to flag potential control issues.
3. Date Formatting: Ensure the "Grant Date" column is set to Date format YYYY-MM-DD to maintain consistency across fiscal reporting periods.